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Microsoft

5,689 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 2,513 increasing their positions, 2,568 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,689
Holders Change
+10
Holders Change %
+0.18%
% of All Funds
76.32%
Holding in Top 10
3,091
Holding in Top 10 Change
+297
Holding in Top 10 Change %
+10.63%
% of All Funds
41.47%
New
229
Increased
2,513
Reduced
2,568
Closed
109
Calls
$57.8B
Puts
$45.7B
Net Calls
+$12.1B
Net Calls Change
+$11.9B
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
5576
Retirement Investment Advisors
Oklahoma
$266K
ADMI
5577
Albert D. Mason Inc
Massachusetts
$262K +$262K +527 New
WFS
5578
Weitzel Financial Services
Iowa
$262K +$262K +497 New
BWA
5579
Brave Warrior Advisors
New York
$261K -$373K -750 -59%
UI
5580
Unconventional Investor
New Hampshire
$260K -$38.3K -77 -13%
EA
5581
Evergreen Advisors
Tennessee
$260K +$260K +522 New
LKWM
5582
Lee-Kelleher Wealth Management
Maryland
$260K +$260K +522 New
BDWCC
5583
B&D White Capital Company
Texas
$259K -$2.79M -5,600 -92%
CF
5584
Crosspoint Financial
California
$256K -$55.2K -111 -18%
ASG
5585
Ariston Services Group
California
$256K +$256K +514 New
PWM
5586
Parkworth Wealth Management
California
$255K +$55.7K +112 +28%
KWM
5587
Kanen Wealth Management
Florida
$253K +$253K +509 New
BPWM
5588
Black Point Wealth Management
Florida
$252K -$1.68M -3,388 -87%
AA
5589
AF Advisors
California
$251K +$251K +504 New
KPWM
5590
KDK Private Wealth Management
Texas
$251K +$251K +504 New
VF
5591
Vestment Financial
Minnesota
$249K -$24.5K -50 -9%
AWMG
5592
ADG Wealth Management Group
Louisiana
$249K +$249K +501 New
PCM
5593
Ping Capital Management
New York
$249K -$348K -700 -58%
PWMG
5594
Pioneer Wealth Management Group
Texas
$247K +$247K +497 New
APW
5595
Atlantic Private Wealth
North Carolina
$246K -$6.96K -14 -3%
KPPF
5596
Klein Pavlis & Peasley Financial
California
$246K -$115K -231 -32%
PWH
5597
Priebe Wealth Holdings
Minnesota
$246K -$975K -1,960 -80%
ES
5598
ETF Store
Kansas
$245K +$245K +493 New
LWP
5599
Laurel Wealth Planning
Minnesota
$245K -$37.3K -75 -13%
PPW
5600
PACK Private Wealth
Minnesota
$245K +$245K +493 New